ULVM vs VTV

AULVM

BVTV

Measures won1–5VTV wins · of 6 · 5Y

$10,000 · 5Y$17,865VTV · ULVM $16,968

Lowest cost0.03%VTV · $3 on $10k

Most income1.83%VTV · $183 on $10k

Smallest drop−6.4%VTV · worst fall in 1Y

Held in common21.1%ULVM and VTV

ULVM

VTV

VictoryShares US Value Momentum ETF · $263MVanguard Morningstar Value ETF · $184B

+22.5%3 years · per year$18,398 · $17,700+21.0%

+11.2%5 years · per year$16,968 · $17,865+12.3%

0.24%Expense ratio$24 · $3 on $10k · lower wins0.03%

1.79%12-mo yield$179 · $183 on $10k1.83%

−7.7%Worst dropSmaller wins−6.4%

11.2%VolatilityLower wins10.8%

1–5VTV wins

$10,000 · 5 yearsOne scale

Shared top holdingsULVM · VTV

1.8%BRK-B2.9%

1.3%JNJ2.4%

0.9%BAC1.4%

0.8%VZ0.7%

Held in common21.1%

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BVTV	Vanguard Morningstar Value ETFRead Desk		0.03%	1.83%	+2.0%	+20.9%	+25.4%	+21.0%	+12.3%	−6.4%	$184.2B
2	AULVM	VictoryShares US Value Momentum ETFRead Desk		0.24%	1.79%	+1.9%	+19.1%	+22.9%	+22.5%	+11.2%	−7.7%	$263M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BVTV	Vanguard Morningstar Value ETFRead Desk		0.03%	1.83%	+2.0%	+20.9%	+25.4%	+21.0%	+12.3%	−6.4%	$184.2B
2	AULVM	VictoryShares US Value Momentum ETFRead Desk		0.24%	1.79%	+1.9%	+19.1%	+22.9%	+22.5%	+11.2%	−7.7%	$263M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

ULVM vs VTV

ULVM

VictoryShares US Value Momentum

$16,968

VTV

Vanguard Morningstar Value

$17,865

MeasureULVMVTV

Fee0.24%0.03%

Cost on $10k a year$24$3

Yield1.79%1.83%

5 years, per year+11.2%+12.3%

3 years, per year+22.5%+21.0%

Worst drop · 1Y−7.7%−6.4%

Volatility · 1Y11.2%10.8%

4–1measures won
VTV first

21.1%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

VTV vs SCHV

YTD

VanguardVTV

+20.9%

SCHVSchwab

+18.7%

+20.9%Year to date+18.7%

1.8%Yield1.8%

$184BAssets$15.4B

1–0VTV wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: ULVM, VTV

Today

21.1%most shared, ULVM and VTV

ULVMVTV

ULVM—21.1%

VTV21.1%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$180most kept, VTV

VTV$183 − $3 = $180

ULVM$179 − $24 = $155

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee